O icon

Realty Income

1,246 hedge funds and large institutions have $36.6B invested in Realty Income in 2024 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 480 increasing their positions, 473 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+17
Holders Change %
+1.38%
% of All Funds
16.58%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
177
Increased
480
Reduced
473
Closed
139
Calls
$258M
Puts
$252M
Net Calls
+$6.26M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
276
SteelPeak Wealth
California
$4.86M +$4.05M +75,916 +503%
AOWM
277
Alpha Omega Wealth Management
Virginia
$4.82M -$76.5K -1,432 -2%
CCM
278
Coldstream Capital Management
Washington
$4.78M +$145K +2,708 +3%
PFA
279
Pathway Financial Advisers
Indiana
$4.77M +$68.9K +1,290 +1%
VPIM
280
Vanguard Personalized Indexing Management
California
$4.73M +$261K +4,892 +6%
CIC
281
Carnegie Investment Counsel
Ohio
$4.67M +$344K +6,441 +8%
EMPI
282
Elo Mutual Pension Insurance
Finland
$4.65M -$248K -4,651 -5%
CCM
283
Canal Capital Management
Virginia
$4.59M -$1.34M -25,018 -23%
Ensign Peak Advisors
284
Ensign Peak Advisors
Utah
$4.56M +$1.53M +28,622 +50%
TSW
285
Thompson Siegel & Walmsley
Virginia
$4.55M -$1.28M -24,050 -22%
MA
286
Mutual Advisors
Nebraska
$4.45M +$235K +4,299 +6%
MSU
287
Mizuho Securities USA
New York
$4.43M +$1.41M +26,479 +47%
GVAG
288
Great Valley Advisor Group
Delaware
$4.43M +$234K +4,383 +6%
WP
289
WealthPLAN Partners
Nebraska
$4.43M -$554K -10,366 -11%
SIP
290
Stoneridge Investment Partners
Pennsylvania
$4.4M +$3.58M +67,043 +436%
LCM
291
LVM Capital Management
Michigan
$4.38M -$991K -18,563 -18%
ISFAN
292
Investor's Fiduciary Advisor Network
Washington
$4.31M +$4.31M +80,642 New
IIM
293
Intact Investment Management
Quebec, Canada
$4.26M
Kovitz Investment Group Partners
294
Kovitz Investment Group Partners
Illinois
$4.23M +$4.06M +75,957 +2,402%
QCM
295
Quantinno Capital Management
New York
$4.2M +$877K +16,413 +26%
LOIM
296
Liberty One Investment Management
Illinois
$4.14M +$327K +6,130 +9%
NB
297
Norinchukin Bank
Japan
$4.14M +$134K +2,505 +3%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$4.07M +$61.9K +1,159 +2%
BA
299
Baugh & Associates
Georgia
$4.05M -$1.24K -24 -0%
LFAS
300
Level Four Advisory Services
Texas
$4.04M +$26.8K +502 +0.7%